CALIFORNIA STATE TAX CALCULATION#
State Tax Calculation - General Set Up#
Please refer to document PR_US_Federal_Tax_Calc.doc 'General Set Up' section for all set up requirement.
At state level, the following screens should be verified set up for each state:
IPUTR#
This screen is used to:- view US Tax Rates by state and to enter the Overridden rates and Wage Base.
- suppress some SUTA Surcharge Calculation for some states by checking the 'Do not Calculate' toggle
IPUTP #
This screen is used to:- view US Tax Miscellaneous Parameters by the states that are applicable for IPRLU
IDGV#
- This screen may optionally contain specific Override rates and Wage bases by Government Registration for each Registration from the Pay Header's group
- IDGV overridden amounts take precedence over the IPUTR overridden amounts
IPRLU/IPRULS #
- Each employee must be set up with the applicable Tax Methods
- Miscellaneous Tax Parameters must be set up by the states that need to be paid
UPRLU #
This process audits the US Tax Filing information and generates IPRLU Miscellaneous Tax Parameters information according to IMCT set upIPPH #
- The Pay Header tab must specify the default Work Jurisdiction and Home Jurisdiction
- In the Pay Lines tab, the Jurisdiction field must specify the Work Jurisdiction of this pay line
- After Trial Calc or UPCALC, the Pay Amounts tab will contain all US Taxation amounts in summary that are used for the calculation of net pay
- The Pay Jurisdiction tab contains the default Work Jurisdiction and Home Jurisdiction
- After Trial Calc or UPCALC, the Pay Jurisdiction tab contains all US Taxation amounts by jurisdiction in detail
District of Columbia Tax Calculation#
On IPUTR, there is a list of applicable taxes to be calculated for the District of Columbia:| 11-000-0000-SIT-000 | District of Columbia Tax |
| 11-000-0000-ER_SUTA-000 | District of Columbia State Unemployment Tax |
| 11-000-0000-ER_SUTA_SC-009 | DC Administrative Funding Tax |
| 11-000-0000-ER_SUTA_SC-010 | DC Solvency Tax |
DC – IPRLU Set Up#
The Miscellaneous Tax Parameters must be set up for the following Miscellaneous Identifiers| Miscellaneous Identifiers | Description |
|---|---|
| FILINGSTATUS | Mandatory ‘S'-single, 'MJ'-married filing jointly, 'MS'-married filing separately, or 'H'-head of household |
| TOTALALLOWANCES | Optional Enter the total number of allowances |
DC – ER SUTA Rate#
ER SUTA may be bypassed on IPUTR with ‘Do not Calculate’ or IPRLU ‘SUI ER Method’ = ‘Do not Calculate’.There are two options to set up the ER SUTA rate by state:
- IPUTR
- Enter the SUTA ER rate that is given by the government on the Override Tax Rate field.
- This rate is applicable for the entire company within the District of Columbia.
- IDGV
DC – Special Taxes#
IPPC – Set up Pay Components for these PC Usages| Usage | Description |
|---|---|
| 7170 | DC-Admin Funding Tax |
| 7171 | DC-Solvency Tax |
IPUTR – DC Special Taxes
- DC Administrative Funding Tax - The tax rate for DC Administrative Funding Tax is set at 0.002 by the government.
- DC Solvency Tax- The tax rate is set at 0 by the government, therefore this tax is not calculated.
DC – IPUTP Sup Pay Method#
- Verify both Supplemental Pay Methods with Default Value = ‘CURRAGG’. DC does not have a flat withholding percent for supplemental pays, therefore, ‘CURRAGG’ should be used
- In order to make sure the state tax is not rounded, enter 'NO' to STATE_ROUNDING as the default setting for DC is to round.
DC – UPCALC Example#
Symmetry Set Up - DC_01.jpg
- FILINGSTATUS
- = S
- TOTALALLOWANCES
- = 0
| PC 8046 Res SIT Earn | = 3004.25 |
| PC 6045 Res SIT | = 203.05, if IPUTP STATE_ROUNDING = DEFAULT, then this = 203.00 |
| PC 8056 Res SSP Earn | = 918.95 |
| PC 6052 Res Supp Tax | = 78.11, if IPUTP STATE_ROUNDING = DEFAULT, then this = 78.00 |
| PC 6703 SUI ER Contr | = 4269.23 x IPUTR 11-000-0000-ER_SUTA-000 Override Tax Rate 0.072 |
| = 307.38 | |
| PC 6370 DC-Admin Funding Tax | = 4269.23 x IPUTR 11-000-0000-ER_SUTA_SC-009 Tax Rate 0.002000 |
| = 8.54 |
